Choose Where Phone Menu Calls Ring for Each Team Member

Phone menus can send callers to a team member. Instead of always ringing a phone number, each person can pick the place they want those calls to arrive: the web app, the mobile app, a mobile phone, or a desk phone.

Set the default channel

1. Open Settings > My Staff.
2. Click Edit on the team member.
3. Scroll to Call & Voicemail Settings.
4. Choose a Default channel for IVR.
5. Save.

Available options

• Web app: calls ring inside the browser while the person is logged in.
• Mobile app: calls ring in the Vendi Today mobile app.
• Phone number: calls ring a regular phone number.
• Desk phone: calls ring a physical desk phone.

Only one default channel can be chosen per person. Selecting several at once is not available.

Choosing sensibly

• Pick Web app for people who work at a computer all day.
• Pick Mobile app for field staff who need notifications on the go.
• Pick Phone number if the person doesn't log in often.
• Make sure notification permissions are enabled on the device used for app calls.

If a call doesn't ring

• Confirm the person is logged in on the channel selected.
• Check browser or phone permissions for microphone and notifications.
• Confirm the number or desk phone details are correct in the profile.

Good to know: Tell team members when you change their default channel, since their calls will stop ringing on the old one.